See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,868 | $179,726-18.3% | $156,263-6.0% | $142,382+3.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 12.20% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,147 | $5,069-57.6% | $4,333-50.4% | $4,299-50.1% |
| Participant deferral / active EE | $4,162 | $6,956-40.2% | $6,158-32.4% | $6,507-36.0% |
| Admin fee / account holder | $3,270 | $17,272-81.1% | $14,255-77.1% | $12,624-74.1% |